Job title: Customer Service Representative
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Newburgh, NY
Job published: 05/21/2025
Job ID: 136383

Job Description

Commercial Insurance Account Manager- Hybrid

3/2 work schedule - 5 days onsite for 1 month training 

Salary: $55,000-65,000

Job Summary:

Well-known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverages.  The candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

Description:

The ideal candidate will have the following qualifications:

  • Ability to manage a large, established book of business.
  • Prior experience in a client-facing role.
  • Experience with various insurance products and maintaining client relationships.
  • Ability to handle new and renewal submissions. 
  • Ability to review insurance contracts for inaccuracies.
  • Process endorsements, placement requests, and invoicing.
  • Complete and prepare certificates, proposals, policy summaries, and reviews.
  • Check policy coverage and endorsements on all new business and renewals.
  • Ability to work independently or as part of a team.
  • Directly responsible for the retention of all accounts assigned to the team.
  • Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Requirements:

  • Must have an active P&C license
  • Possess above-average computer skills, and become proficient in various needed programs
  • 2+ years of servicing a commercial book